OUR TEAM

Matthew S. OnstotBio Picture

Matthew Onstot was born with finance in his blood. Since his early days spent reading the Wall Street Journal over his grandfather’s shoulder, Onstot’s interest in the markets has evolved into the cornerstone of an affluent wealth management firm. Onstot brings this lifelong passion for investments and financial planning to all aspects of his role as a wealth advisor and co-founder of Wilon Wealth Management. 

After receiving a bachelor’s degree in economics from the University of Iowa, Onstot began his career as an Investment Representative for Waddell & Reed before going on to co-found Wilon Wealth Management. At Wilon, Onstot is responsible for overseeing all financial functions and business operations, in addition to building and maintaining personal financial plans for each of the firm’s clients.

With extensive knowledge of the market and market opportunities, Onstot’s strength is in his investment analysis and selection skills. He is passionate about using his experience and knowledge to provide customized plans for clients with ambitious financial goals. Onstot uses his natural ability and passion to help clients reach for their financial goals, whether it be donating to charities or being able to pass their business or farm on to their children.

Outside of the office, Onstot gives back to his community and continues professional development through his involvement in the Urbandale Optimist Club, Leadership Urbandale and other organizations. In his free time, he enjoys anything outdoors, whether it be golfing, biking or working on his aronia berry farm. He and his wife Kelly live in Cumming and have a son named Easton.

Education

B.A., Economics, University of Iowa

Memberships & Affiliations

Financial Planning Association

Urbandale Optimist Club President

Des Moines Community Connect

Polk County I-Club Board Member

 

Leadership Urbandale


*Securities offered through Securities America, Inc.  Member FINRA/SIPC Advisory services offered through Securities America Advisors, Inc.  Wilon Wealth Management and the Securities America companies are separate entities.

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